Client Account Specialist - Remote

Unlock Potential 360
Mooresville, NC

Mooresville, United States | Posted on 04/15/2026

We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

We are in a multi-trillion dollar industry because people need our help.

This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.

What You’ll Do

  • Reach out to clients who have requested information about coverage
  • Review needs and present available protection options
  • Assist clients through the process
  • Maintain follow-up and ongoing client communication
  • Build client-for-life relationships

What We Provide

  • Effective training program
  • Access to client management tools
  • Access to warm leads (no cold calling required)
  • Ongoing coaching

Compensation

Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits Available.

Requirements

  • Strong communication and interpersonal skills
  • Ability to work independently, with support
  • Willingness to obtain a state insurance license (assistance provided)
  • Hungry and coachable

Who This Role Is Best For

  • Individuals that are ready for a change
  • Those excited being paid, promoted, recognized for their results
  • Candidates who value challenge and support
#J-18808-Ljbffr
Posted 2026-05-03

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